• Follow up with escrow, title, and brokerages to obtain required confirmations and update timelines • Keep approved deals moving toward same-day or next-day funding • Confirm commission amounts, closing dates, and documentation accuracy • Track and communicate delays, cancellations, and updated closing dates • Identify issues that may delay funding or repayment and resolve them proactively • Coordinate next steps with agents when deals are delayed or fall out • Assist with repayment follow-up after closing • Maintain accurate documentation and compliance throughout each file • Update Salesforce as transactions progress • Support operations, accounting, and collections teams as needed • Build strong relationships with agents to improve speed and increase repeat usage

• Respond to prospective clients across phone, text, email, and chat • Guide agents through the application and documentation submission process • Review incoming documents for completeness and accuracy • Identify early blockers (missing forms, unclear dates, inconsistent information) • Follow up with agents who started but have not completed an application • Prepare clean and accurate files for approval review • Maintain high inbound response speed and deliver an exceptional client experience • Educate clients on next steps, documentation requirements, and timelines • Update Salesforce with client details, document status, and application progress • Coordinate internally with operations as files move toward approval • Track application progress and ensure timely movement toward a decision

• Own TC’s internal operations end-to-end: people operations, portfolio/program management, project systems, fiscal coordination, and organizational rhythms. • Turn strategy into clear plans, keep the trains running on time, and help a globally distributed team work smoothly. • Report to the Executive Director and partner closely with initiative leads. • Build light scaffolds, coordinate across programs, and step in directly where needed.

• Utilize medical expertise to conduct thorough reviews of clinical cases. • Evaluate medical records and provide clinical summaries. • Engage in peer communications and answer specific questions posed by clients. • Customize schedule as a 1099 independent contractor • Contribute to high-quality healthcare assessments.